Derek Christopher Dzingle
Financial advisor at Stolz & Associates, Ps · Tacoma, WA
Last updated 2026-10-10
Claim your profileDerek Christopher Dzingle is a financial advisor at Stolz & Associates, Ps in Tacoma, WA, CRD 7554603. Licenses and exams on the registration: Series 65. IAPD registration began 2022-06-06.
Registration
- CRD number
- 7554603
- Registration status
- Active
- IAPD registration
- 2022-06-06
- Industry Experience
- 4 years
- Work Experience
- 13 years
- States registered
- WA
Licenses and exams
- Series 65
Designations
- CFP®
- Chartered Financial Analyst
Work history
- 2021-05 to 2022-03 · Mercer · Seattle, WA
- 2022-03 to Present · Stolz & Associates, Ps · Tacoma, WA
- 2020-10 to 2022-03 · Gonzaga University · Spokane, WA
- 2020-05 to 2020-12 · Our National Conversation · Spokane, WA
- 2018-05 to 2019-08 · Vision X USA · Auburn, WA
- 2018-05 to 2018-08 · Dzingle's Landscaping · Auburn, WA
- 2017-09 to 2021-05 · Gonzaga University · Spokane, WA
- 2016-05 to 2017-08 · Red Lion Hotels · Federal Way, WA
- 2013-08 to 2017-05 · Todd Beamer High School · Federal Way, WA
Current employment
- Stolz & Associates, Ps · Tacoma, WA
Stolz & Associates, Ps
- Regulatory AUM
- $282,195,649
- Registered advisors
- 3
- Offices
- 1
- Average AUM per client
- $1.5M (Low)
- High-net-worth client ratio
- 32.6% (Moderate)
Stolz & Associates, Ps: advisors, services and reported ETF investments
About
Derek Christopher Dzingle is a CFP®, Chartered Financial Analyst financial advisor at Stolz & Associates, Ps in Tacoma, WA. Reported securities licenses include Series 65. The latest record indicates 4 years of industry experience and 13 years of reported work history. Reported roles include Mercer, Gonzaga University, Our National Conversation, Vision X USA, among others.
Stolz & Associates, Ps' firm-level Form ADV reports 3 advisors across 1 offices; approximately 64.3 clients per advisor, average assets per client of $1,462,154, and regulatory AUM of $282.2M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $151.6M across 19 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Derek Christopher Dzingle personally.
Reported ETF positions
Stolz & Associates, Ps reports 19 ETF positions worth $151.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| DUHP — Dimensional US High Profitability ETF | $31.9M |
| AVUV — Avantis U.S. Small Cap Value ETF | $20.9M |
| DFGP — Dimensional Global Core Plus Fixed Income ETF | $20.7M |
| DIHP — Dimensional International High Profitability ETF | $15.7M |
| SHV — iShares 0-1 Year Treasury Bond ETF | $12.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Stolz & Associates, Ps's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DFAC — Dimensional U.S. Core Equity 2 ETF | $2.4M | Top 96.2% | Peer conviction 48.9% · Active return +2.47% |
| Addressable Market | DFAC — Dimensional U.S. Core Equity 2 ETF | $2.4M | Top 97.7% | Addressable AUM $3.2T · Peer conviction 48.9% |
| Residual Alpha | DFGP — Dimensional Global Core Plus Fixed Income ETF | $20.7M | Top 99.6% | Residual alpha +1.15% · Residual Sharpe 0.26 |
| Diversification Benefits | CPRO — Calamos Russell 2000 Structured Alt Protection ETF - October | $268.5K | Top 98.9% | Replicability (R²) 43.3% · Residual Sharpe 0.58 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Stolz & Associates, Ps on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
Location
3102 Ruston Way, Tacoma, WA 98402
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (253) 272-3441
- Website: stolzassoc.com
- Youtube
Official record
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